Jump to content

Royalfan5

Certifiably Surly
  • Posts

    1512
  • Joined

  • Last visited

Everything posted by Royalfan5

  1. We’re short 40k kill on cattle a day, and 150k a day on hogs. A lot guts might like to do that but it’s not going to make any sort of difference
  2. Right, but it’s still going to lead to weirdness. I’ve got guys grassing steers until July that should be placed now, and given that March was the lowest placements ever, and April will probably break that, leverage is going to flip hard on the packers at some point. Best thing pork and chicken can do is put down the ready animals and stick in a hole, that way stuff doesn’t get too fucked on the backend.
  3. They need to open this week or were super fucked on hogs in the western corn belt. JBS Worthing needs to come back too before we lose Madison too. On the cattle front, Tyson is parking ready cattle in one my coworkers family’s feed lot by Dakota City, that should have been going to Joslin, Illinois instead ahead of their supposed restart later this week.
  4. Now it turns out that maybe it’s not closing in Crete, the mayor says it is, the Union head says they ain’t told him shit, and Smithfield is keeping quiet right now.
  5. And I was wrong Smithfield pulled the plug on Crete before Tyson did on Madison so we keep shedding pork capacities faster than I hoped. If the can get Sioux Falls up soon it’ll be a big relief
  6. They're pretty well shoulder to shoulder. Not really another way to do it.
  7. Smithfield hasn't shut Crete down yet, they pulled two in Illinois instead. Tyson-Dakota City is still supposed supposed to restart this week, and JBS in Grand Island is supposed have turned the corner. I'd just Tyson in Madison will go down before Smithfield in Crete does.
  8. Haven't checked, but probably hitting record levels like everything else.
  9. So on the afternoon livestock front, cattle packing plant runs were down 5K week on week, so we are killing about 40K less a day than we need to, some of the plants that were supposed to be back today were delayed until later in the week, hogs were down about 43K from last week, and about 150K less than we need to.
  10. https://www.ams.usda.gov/mnreports/ams_2452.pdf The USDA breaks it up by the main cuts and the values are figured on 100lb basis on the link there. Same for pork https://www.ams.usda.gov/mnreports/ams_2496.pdf
  11. For your AM livestock update, choice beef blew through the $300 barrier for the first time to 307.75, and select is just below $295, fresh pork moved above $80 for the first time since this got started with bellies leading but some pressure in ham and picnics. Tyson continues to fuck up at a variety of plants and that might be the biggest pinch point at the moment.
  12. I think a few people check out when recovering from something like a broken hip or something like that, but otherwise not really. One of my grandfathers went in after he lost his first leg to diabetes, and subsequently lost his other. He was in for about 8 years, my other Grandfather went in with Parkinson’s, heart failure, macular degeneration, diabetes, and bladder cancer, he lasted 6 weeks, but that’s more of a testament to my grandmother’s stubbornness and home health aides. My other grandmother spent about 18 months in with increasing dementia before passing.
  13. The burgers are better than the Runzas. They’ve got really good crinkle cut fries too. That being said the Runzas are still good just not quite them same if you grew up around Germans from Russia
  14. The Runza Drive thrus never closed. Had Swiss cheese mushroom runza and fries with French onion dip last night
  15. Also churches with no offering or communion and family groups 6 feet apart, and hair places with masks + elective surgeries
  16. One more livestock note the monthly cattle on feed report had the lightest placements of feeders on record showing the backing up in that part of the chain even as well pulled fats forward last month. That placement number will likely only last one month which will leave a hole in ready cattle this fall in all likelyhood. Same thing is happening in hogs but we don't get another report on them until June.
  17. Livestock runs were steady to end the week with about 40% of capacity likely to run tomorrow. Will probably start seeing thinner meat cases the next couple of week but if we can get more capacity back next week it should remain ok for most areas, as well as making up some on carcass weights as we back things up.
  18. Fresh pork prices did set back this morning with belly values down 24%, so we will see if run rates are coming back up with with the break today. Beef values were up again but seemed to slow down a little, and we should be getting one or two plants back today and another one on Monday.
  19. Man all the Iron Brigade guys just have to be spinning in their graves up there right?
  20. For your livestock update cattle slaughter rates stayed steady, off 1K from yesterday with Tyson temporarily stopping a plant in Washington for test, and work that'll restart in Dakota City on Monday. Beef prices hit new highs on the morning run, but leveled off a bit. If plants start coming back on Monday as advertised it should goose beef production pretty good. Hog slaughter runs were up about 12K from yesterday, and we are at about 83% of last year's runs right now. Fresh pork worked higher but still below the spike highs which might hold if we can get back over 415K or so by the first part of the week.
  21. I don’t know how badly I would want them around a bunch of sharp knives and bone saws
  22. We have more than enough pigs and cattle, but not enough healthy labor to get them dead, dismembered, and delivered
  23. On an afternoon livestock note, we basically held steady at 70% on cattle run rates, 1K head on the day, and hogs were around 65% but were up 9K on the day. If we can get through the rest of the week without further plant closures, I think we will start to increase runs next week, and could be back to close to 90% by the end of the first week of May if there aren't further setbacks.
×
×
  • Create New...